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Salesforce Tableau / CRM Analytics Analyst
Find a Salesforce Analytics Analyst Who Turns Data into Decisions
A skilled Salesforce Analytics Analyst builds dashboards, datasets, and analytics experiences on Tableau and Salesforce CRM Analytics (formerly Einstein Analytics / Tableau CRM) — giving sales, service, and operations leaders the visibility they need to act. We place analysts with verified delivery experience.
- Tableau Desktop, Tableau Server, and Tableau Cloud dashboard development
- Salesforce CRM Analytics datasets, lenses, and app development
- We screen for practical depth, not just certifications
- Contract, contract-to-hire, or full-time — your choice
- US and Canada talent. Shortlist in 5–10 business days.
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About CRM Force
Boutique means something different when the person who built the company has done the work.
Saad Ahmed spent 20 years as a CRM consultant, solution architect, and implementation lead — building marketing automation and CRM systems for clients from start-ups to publicly traded enterprises. He founded CRM Force to bring practitioner-led vetting to a space dominated by generalist agencies.
Every candidate goes through a two-step internal qualification process — reviewed by two separate evaluators before they reach you. We confirm experience, certifications, technical depth, and fit. You receive a shortlist, not a resume dump.
CRM consultants, architects, developers, and admins. Marketing automation specialists. RevOps leaders, business analysts, and project managers. If it touches the CRM or marketing technology stack, we place it. Contract, contract-to-hire, and direct hire — across all seniority levels.
We Recruit for You
Three reasons companies choose us over a traditional recruiter — and what makes the difference in practice.
Vetted by Someone Who Has Done the Work
Saad Ahmed, founder of CRM Force, spent 20 years as a CRM Consultant and Solution Architect — building HubSpot implementations, designing data models, and running client engagements himself. When he reviews a candidate for your role, he is not reading a job description. He is evaluating whether someone can do work he has done himself. That distinction matters.
No Resume Dumps. A Shortlist You Can Act On.
You receive 3 to 5 pre-vetted candidates, each with our written assessment — why we believe they fit your role, where they are strong, and what to probe in the interview. Our internal process puts every candidate through two separate evaluation stages before they reach you. You only meet people who have cleared the bar.
Three Engagement Models. One Standard.
Contract for short and long-term engagements. Contract-to-hire when you want to try before you commit. Direct placement for permanent roles. Every model includes the same sourcing, multi-stage screening, skills assessment, and reference validation. The delivery vehicle changes — the standard does not.
Our Recruitment Process
Four steps from brief to shortlist — no surprises, no padding, no wasted interviews.
We Learn Your Requirements
A focused role briefing call — not a generic intake form. We ask about portal size, Hub configuration, seniority level, technical depth required, team structure, and what a genuinely great candidate looks like for your specific situation. The brief matters more than most clients expect.
We Search Our Network
We work our pre-built database of CRM and HubSpot professionals alongside targeted outreach to passive candidates who are not actively applying. The majority of the people we present are not on job boards — they are available to the right opportunity, if the right person asks.
You Receive a Shortlist
Typically 3 to 5 pre-vetted candidates, each with our written assessment — not just a resume. We tell you why we believe each person is right for your specific role, where they are strong, and what you should probe in the interview. You decide who moves forward.
We Support You to Offer
We coordinate interviews, facilitate debriefs, provide market-rate compensation benchmarks, and support you through the offer stage. The search does not end when we send the shortlist — it ends when you have the right person in the role.
Need a Salesforce Analytics Analyst Fast?
We place CRM and Marketing Automation professionals across the US and Canada.
Industries We Serve
Analytics spans every industry. We place analysts with experience in: We work with organizations of all sizes — from growth-stage startups to publicly traded enterprises — across all major industries.
Not sure what you need? We can help you define the role.
One conversation is usually enough. No commitment required.
When You Need a Salesforce Analytics Analyst
A few things we hear from clients before they reach out.
- Your leadership team cannot see pipeline, case volume, or operational metrics without manual reports
- You need Tableau dashboards built from Salesforce and other data sources for executive reporting
- You are deploying CRM Analytics (Tableau CRM) and need an experienced developer
- Your existing Salesforce reports and dashboards are insufficient for the analytics your team needs
- You need an analytics solution that blends Salesforce data with external data sources
How We Vet Salesforce Analytics Analysts
Analytics quality lives in clarity and actionability. We assess:
Red Flags to Watch For
- No Salesforce data model knowledge — cannot navigate Salesforce objects to source the right data
- No LOD expressions or calculated field capability in Tableau
- Builds dashboards that display data but do not answer a business question
- No SQL or data preparation experience — relies entirely on out-of-box connectors
Whatever your sector, we know CRM talent.
Tell us about the role and we will get back to you within one business day.
What a Salesforce Analytics Analyst Focuses On
From data sourcing to dashboard delivery, here is where analytics analysts spend their time:
Dashboard Development
Builds actionable Tableau or CRM Analytics dashboards tailored to sales, service, and operations audiences.
Data Sourcing
Connects to Salesforce and external data sources — handling refresh schedules, field mapping, and data quality.
Calculated Fields & SAQL
Writes Tableau LOD expressions, calculated fields, and CRM Analytics SAQL for custom metrics and KPIs.
Executive Reporting
Designs executive-facing dashboards with high-level KPIs, trend analysis, and drill-down capability.
Data Blending
Blends Salesforce data with external sources — marketing, finance, ops — for cross-functional analytics.
Dashboard Governance
Manages access controls, certified content standards, and dashboard versioning on Tableau Server or Cloud.
Salesforce Analytics Tools We Work With
Analytics Analysts deliver across the Salesforce and Tableau analytics ecosystem.
Tableau
Industry-leading BI and data visualization platform.
- Tableau Desktop dashboard development
- Tableau Server and Cloud publishing
- LOD expressions and calculated fields
- Data blending and multi-source dashboards
CRM Analytics
Salesforce-native analytics and Einstein Discovery.
- Dataset and dataflow design
- SAQL query development
- Analytics app and lens development
- Einstein Discovery predictions
Salesforce Reports
Native Salesforce reporting for core CRM analytics.
- Custom report types
- Summary and matrix reports
- Dashboard components
- Cross-object reporting
Data Sources
Data sourcing and preparation for analytics.
- Salesforce Connected App integration
- CSV and database data sources
- ETL and data prep tools
- Scheduled data refresh management
Frequently Asked Questions
- What is the difference between Tableau and Salesforce CRM Analytics?
- Tableau is a standalone BI platform that connects to many data sources including Salesforce. CRM Analytics (formerly Einstein Analytics / Tableau CRM) is a Salesforce-native analytics tool embedded within the Salesforce platform. Tableau is better for cross-system BI; CRM Analytics is better for Salesforce-centric, in-app analytics.
- Do Salesforce Analytics Analysts need to know SQL?
- Yes — SQL is essential for data sourcing, transformation, and preparation when connecting analytics tools to database sources. Even in Tableau, understanding SQL helps analysts optimize live connections and diagnose performance issues.
- Can a Tableau Analyst blend Salesforce data with external sources?
- Yes. Tableau supports data blending and cross-database joins that combine Salesforce data with external databases, marketing platforms, finance systems, and other sources — giving a cross-functional view of business performance.
- What Salesforce license is needed for CRM Analytics?
- CRM Analytics requires an additional Salesforce license — Einstein Analytics or CRM Analytics Plus. We can help you assess whether Tableau, CRM Analytics, or native Salesforce reports best fit your analytics needs and budget.
Tell Us What You’re Looking For
Share the role, your timeline, and any must-haves. No commitment required.